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Nancy Pearson
Level 1
July 8, 2020
Question

The client list is messed up in the fiduciary module. It should be alphabetical but is not in any sequence - numeric or alpha. What can I do to change the order?

  • July 8, 2020
  • 1 reply
  • 8 views
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1 reply

kreinard
kreinardEmployee
Employee
July 8, 2020

Hi Nancy,

We added the ability to sort the client screen by any column this year. Try clicking the Name column at the top to see if it will sort alphabetically for you.

 

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